SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $18.2B
1-Year Est. Return 20.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.3B
AUM Growth
+$40.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,195
New
Increased
Reduced
Closed

Top Buys

1
+$46.8M
2
+$22.6M
3
+$20.6M
4
SDVD icon
FT Vest SMID Rising Dividend Achievers Target Income ETF
SDVD
+$18.9M
5
PLTR icon
Palantir
PLTR
+$18.3M

Top Sells

1
+$52.8M
2
+$31.9M
3
+$31.9M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$24M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$19.7M

Sector Composition

1 Technology 15.81%
2 Financials 8.06%
3 Consumer Discretionary 5.95%
4 Healthcare 5.19%
5 Communication Services 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3076
$9.87K ﹤0.01%
+417
3077
$9.86K ﹤0.01%
300
-700
3078
$9.83K ﹤0.01%
430
3079
$9.83K ﹤0.01%
21,323
+20,923
3080
$9.82K ﹤0.01%
3,679
3081
$9.81K ﹤0.01%
985
3082
$9.8K ﹤0.01%
1,069
+2
3083
$9.79K ﹤0.01%
327
+38
3084
$9.75K ﹤0.01%
188
+17
3085
$9.74K ﹤0.01%
462
3086
$9.74K ﹤0.01%
270
3087
$9.68K ﹤0.01%
393
3088
$9.66K ﹤0.01%
1,045
3089
$9.64K ﹤0.01%
231
-43
3090
$9.59K ﹤0.01%
+175
3091
$9.59K ﹤0.01%
128
+2
3092
$9.57K ﹤0.01%
1,554
3093
$9.57K ﹤0.01%
1,000
-1,200
3094
$9.56K ﹤0.01%
375
3095
$9.54K ﹤0.01%
202
3096
$9.54K ﹤0.01%
342
3097
$9.5K ﹤0.01%
482
3098
$9.47K ﹤0.01%
6,863
-2,040
3099
$9.41K ﹤0.01%
378
-54
3100
$9.41K ﹤0.01%
595
122 123
124
125 126